This Automation Sends Updates on Microsoft Teams Automatically 🤯

Learn how to automate task notifications from Google Sheets to Microsoft Teams using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating task notifications on Microsoft Teams, first, you need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect landing page. If you’re a new user, you can sign up for free, which includes 100 free tasks to explore its features.

Once signed in, you will see the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. It’s important to select the new beta method for a more modern and flexible workflow. Name your workflow ‘Google Sheets to Microsoft Teams’ and click on the ‘Create’ button to proceed.

2. Setting Up the Trigger in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. Choose Google Sheets as your trigger application and select the event as ‘New or Updated Spreadsheet Row’. This event will capture any new task added to your Google Sheets.

• Select ‘New or Updated Spreadsheet Row’ as the event.
• Click on the ‘Connect’ button to generate a webhook URL.
• Copy the webhook URL for later use.

After copying the webhook URL, you will need to set it up in your Google Sheets. Go to the Extensions menu, select Add-ons, and then Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it. Once installed, refresh your Google Sheets to see the new options under Extensions.

3. Configuring Google Sheets for Pabbly Connect

Now that you have set up the trigger in Pabbly Connect, it’s time to configure your Google Sheets. Click on ‘Pabbly Connect Webhooks’ in the Extensions menu and select ‘Initial Setup’. Paste the copied webhook URL into the URL field.

• Set the trigger column to the column where you will add new tasks.
• Click the ‘Submit’ button to save the setup.
• Select ‘Send on Event’ to ensure data is sent to Pabbly Connect whenever a new task is added.

After completing these steps, go back to your Pabbly Connect workflow. It should show ‘Waiting for Webhook Response’. This means your Google Sheets is now connected to Pabbly Connect.

4. Setting Up the Action to Notify Microsoft Teams

With the trigger set up, the next step is to add an action to notify your team on Microsoft Teams via Pabbly Connect. Select Microsoft Teams as your action application and choose ‘Send Message in a Channel’ as the event.

Click on the ‘Connect’ button and either select an existing connection or create a new one. Accept the permissions requested by Microsoft Teams. Once connected, select the team and channel where you want to send the notifications.

Now, you need to customize the message format. You can create an HTML message that includes dynamic data from the previous step. For instance, map the task title, assigned person, priority, due date, and task details into the message to be sent to your team.

5. Testing the Automation Workflow

To test your automation, return to Google Sheets and add a new task. For example, enter the task title, priority, due date, and task details. Once you save this new entry, Pabbly Connect should capture this data and send a notification to your selected Microsoft Teams channel.

Check your Microsoft Teams channel to see if the notification appears as expected. This confirms that your automation is working correctly. If everything is set up properly, you will see a message detailing the new task assigned, including all relevant information.

Now, every time you add a new task in Google Sheets, your team will automatically receive a notification via Microsoft Teams, streamlining your task management process.

Conclusion

This tutorial demonstrates how to automate task notifications from Google Sheets to Microsoft Teams using Pabbly Connect. By following these steps, you can save time and keep your team informed about new tasks efficiently.